Mediolanum International Funds Ltd Grows Stock Position in Welltower Inc. $WELL

Mediolanum International Funds Ltd increased its stake in shares of Welltower Inc. (NYSE:WELL) by 196.2% in the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 203,690 shares of the real estate investment trust’s stock after purchasing an additional 134,912 shares during the quarter. Mediolanum International Funds Ltd’s holdings in Welltower were worth $39,781,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also recently bought and sold shares of WELL. Parkside Financial Bank & Trust raised its position in Welltower by 2.5% during the 4th quarter. Parkside Financial Bank & Trust now owns 1,977 shares of the real estate investment trust’s stock worth $367,000 after buying an additional 49 shares during the last quarter. KCM Investment Advisors LLC boosted its holdings in shares of Welltower by 3.2% in the fourth quarter. KCM Investment Advisors LLC now owns 1,678 shares of the real estate investment trust’s stock valued at $311,000 after acquiring an additional 52 shares in the last quarter. RFG Bristol Wealth Advisors LLC boosted its holdings in shares of Welltower by 0.6% in the first quarter. RFG Bristol Wealth Advisors LLC now owns 8,107 shares of the real estate investment trust’s stock valued at $1,603,000 after acquiring an additional 52 shares in the last quarter. CYBER HORNET ETFs LLC boosted its holdings in shares of Welltower by 3.5% in the third quarter. CYBER HORNET ETFs LLC now owns 1,582 shares of the real estate investment trust’s stock valued at $282,000 after acquiring an additional 53 shares in the last quarter. Finally, Verdence Capital Advisors LLC increased its stake in shares of Welltower by 4.2% during the fourth quarter. Verdence Capital Advisors LLC now owns 1,385 shares of the real estate investment trust’s stock worth $257,000 after acquiring an additional 56 shares during the period. 94.80% of the stock is currently owned by hedge funds and other institutional investors.

Welltower Price Performance

Shares of NYSE:WELL opened at $243.39 on Friday. The firm has a market capitalization of $171.81 billion, a price-to-earnings ratio of 120.49, a price-to-earnings-growth ratio of 1.19 and a beta of 0.77. The company has a debt-to-equity ratio of 0.40, a current ratio of 4.31 and a quick ratio of 4.31. The business’s 50 day simple moving average is $218.71 and its 200-day simple moving average is $206.74. Welltower Inc. has a 12 month low of $156.96 and a 12 month high of $246.43.

Welltower (NYSE:WELL) last released its quarterly earnings data on Tuesday, April 28th. The real estate investment trust reported $1.02 earnings per share for the quarter, beating the consensus estimate of $0.68 by $0.34. The firm had revenue of $3.35 billion during the quarter, compared to the consensus estimate of $3.12 billion. Welltower had a return on equity of 3.45% and a net margin of 11.96%.Welltower’s quarterly revenue was up 38.3% on a year-over-year basis. During the same period last year, the business posted $1.20 EPS. Welltower has set its FY 2026 guidance at 6.210-6.350 EPS. As a group, equities analysts forecast that Welltower Inc. will post 6.32 earnings per share for the current fiscal year.

Welltower Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Thursday, May 21st. Stockholders of record on Wednesday, May 13th were given a $0.74 dividend. The ex-dividend date was Wednesday, May 13th. This represents a $2.96 dividend on an annualized basis and a dividend yield of 1.2%. Welltower’s dividend payout ratio (DPR) is currently 146.53%.

Wall Street Analyst Weigh In

Several research firms recently issued reports on WELL. Deutsche Bank Aktiengesellschaft increased their price target on shares of Welltower from $215.00 to $265.00 and gave the stock a “buy” rating in a report on Wednesday, July 1st. Mizuho set a $239.00 target price on Welltower in a research report on Friday, May 22nd. Wells Fargo & Company increased their target price on Welltower from $228.00 to $237.00 and gave the stock an “overweight” rating in a research note on Monday, June 1st. Barclays began coverage on Welltower in a research note on Tuesday, July 7th. They set an “equal weight” rating and a $254.00 target price for the company. Finally, Royal Bank Of Canada restated an “outperform” rating and issued a $238.00 price target on shares of Welltower in a research note on Monday, June 15th. Thirteen analysts have rated the stock with a Buy rating and four have given a Hold rating to the company’s stock. According to data from MarketBeat.com, Welltower has an average rating of “Moderate Buy” and a consensus target price of $234.72.

Welltower Profile

Welltower Inc (NYSE: WELL) is a real estate investment trust (REIT) that acquires and manages real estate serving the health care industry. The company specializes in healthcare infrastructure, owning and operating a diversified portfolio of senior housing, post-acute and long-term care communities, and outpatient medical properties. Welltower’s assets are designed to support the delivery of health care services through a combination of leased properties, joint ventures, and other capital arrangements with health care operators and providers.

The company’s property types include assisted living, memory care, independent living and skilled nursing facilities, as well as medical office buildings and other outpatient-care real estate such as ambulatory surgery centers and specialty clinics.